Plan Snapshot
- Plan Sponsor: George Eastman Museum
- Sponsor EIN: 160743991
- Sponsor Address: 900 EAST AVE, ROCHESTER, NY, 146072219
- Plan Type: 403(b)
- Total Participants: 83
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $18.3M | $66,330 | $221,844 |
| 2023 | 90 | $18.1M | -$12 | $167,320 |
| 2022 | 107 | $16.4M | -$7,121 | $165,169 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DEJOY & CO CPA'S, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24 | — | $24 | — | — |
| 2023 | $988 | — | $988 | — | — |
| 2022 | — | — | — | — | — |